Master Presentation

Your MidWest One Team

MidWest One ’s Wealth Management Story

For over 80 years, we’ve helped individuals, families and institutions grow, manage and preserve their wealth. We utilize our resources and community bank roots to deliver comprehensive wealth manage- ment services that are tailored to clients’ needs.

Sean P. Wenham Primary Relationship Manager & Strategist

Office: 763.512.5297 Mobile: 612.730.5626 swenham@midwestone.com

Justin Parker, JD, CFP® Senior Wealth Planner & Trust Officer

Since 1934

$1.6B+ Assets under management

2500 Clients 60+ Locations

Holistic planning

Office: 763.274.3213 Mobile: 563.880.2211 jparker@midwestone.com

Kong Her Senior Portfolio Manager Office: 763.512.2561 Mobile: 612.845.5196 kher@midwestone.com

Our Services

Wealth & Estate Planning

Dave Schultes Private Banker & Credit Strategist Office: 763.512.2576 Mobile: 612.840.8300 dschultes@midwestone.com

Trust/Estate Administration

Investment Management

Risk Management

Private Banking

Golden Valley Office 945 Winnetka Ave N, Golden Valley, MN 55347